+25.9%
URI vs ONTO
+27.4%
-1.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +11.1% | -10.0% | -0.7% |
| 7D | -9.8% | -14.0% | +4.3% | -7.7% |
| 30D | +1.7% | -43.1% | +44.8% | +10.7% |
| 3M | -9.1% | -35.5% | +26.5% | -3.6% |
| 6M | +9.9% | -41.1% | +50.9% | +16.7% |
| YTD | +31.2% | +9.8% | +21.4% | +16.4% |
| 1Y | +25.9% | +31.5% | -5.6% | +6.7% |
| All | +25.9% | +27.4% | -1.4% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling